Hi, I'm Thomas, a Seattle-area developer who turns messy bank and card exports into one clean spreadsheet your tax preparer can actually use.
I built my own tool that sorts every transaction into Schedule C categories, keeps transfers and personal spending out of the totals, and flags only the few you need to decide (Venmo, checks, new payees). I check every file myself before it goes out.
No bank logins, ever. Your files are used only for your order and deleted within 30 days. Fixed prices, fast replies.
Organizing service, not tax advice.... Read more